New Group Leaders

3 New Group Leaders in the Denver Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Clayton Barnett

Clayton Barnett

Senior Counsel
Buchalter
(720) 854-9043
cbarnett@buchalter.com
Home Group: Boulder 3

Kristen Deevy

Kristen Deevy

Managing Director
Pensionmark Financial Group
(720) 289-3833
kristen.deevy@pensionmark.com
Home Group: Colorado Women’s Affinity Group

Karen Posey

Karen Posey

CEO & Managing Partner
KP Strategies
(937) 219-7232
kposey@kpstrategies.net
Home Group: Denver 8

New Members

17 New Members in the Denver Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Alexa Brascetta

Alexa Brascetta

Aligned Wealth Strategies
President and Wealth Advisor
(720) 635-5411
alexa@alignedws.com
Investment Advisor
Home Group: Denver 3

Bio: Aligning your values and money to seek true wealth |Working with people as they embrace major life changes of parenthood, divorce or loss of a loved one

Bill Burke

Bill Burke

Independence Legal Group
(303) 400-9857
bill@independencelegalgroup.com
Attorney
Home Group: Denver 5

Bio: Veteran owned law firm. Transactional lawyers specializing in business and estate planning: contracts, corporate documents, M&A, general business counsel legal services, wills, trusts, and probate.

Holly DeGeal

Holly DeGeal

Obsidian HR
(720) 784-6778
holly.degeal@obsidianhr.com
Human Resources
Home Group: Boulder 1

Ivan Drobnjak

Ivan Drobnjak

(303) 223-0253
ivan.drobnjak@bbgfx.com
Financial Service
Home Group: Denver 5

Natalie Gowen

Natalie Gowen

Moxie Tonic Marketing
(719) 244-3000
natalie@moxietonic.com
Marketing
Home Group: Denver 5

Anna Halaburda

Anna Halaburda

(720) 520-1543
anna@bereadyexits.com
Consultant Service
Home Group: Denver 3

Catherine Hammond

Catherine Hammond

Hammond Law Group PC
Attorney and Founder
(719) 322-7651
catherine@coloradoestateplan.com
Attorney
Home Group: Denver

Bio: As an estate planning attorney, I help successful individuals and families protect and pass on their financial assets along with their human capital.

Robert Hinckley

Robert Hinckley

Buchalter LLP
Managing Shareholder – Denver
(303) 807-8081
rhinckley@buchalter.com
Attorney
Home Group: Denver 3

Bio: I am an experienced trial attorney specializing in business and employment disputes.

Conner Jackson

Conner Jackson

Tangible Wealth Solutions
Registered Representative / 1031 Exchange Specialist
(402) 201-1792
cjackson@tangiblewealthsolutions.com
Investment Advisor
Home Group: Denver 3

Bio: I specialize in real estate, 1031 exchanges, and passive investment strategies.

Ceridwen Ceri Koski

Ceridwen “Ceri” Koski

WR Immigration
Partner
(310) 570-4061
ckoski@wolfsdorf.com
Attorney
Home Group: Denver 1

Bio: Helping Employers Compliantly Manage Immigration Programs

William Lee

William Lee

Helios Consulting, Inc.
(720) 937-1048
william.lee@heliosconsultinginc.com
Investment Advisor
Home Group: Denver 4

Karen Posey

Karen Posey

KP Strategies
CEO & Managing Partner
(937) 219-7232
kposey@kpstrategies.net
Consultant Service
Home Group: Denver 4

Bio: Karen Posey is CEO and Managing Partner of KP Strategies, a management consulting firm that helps mid-market CEOs solve the hard stuff that gets in the way to predictable, rapid growth.

Kristen Russell

Kristen Russell

Fall River Benefits
(720) 575-4284
kristen@fallriverbenefits.com
Insurance
Home Group: Denver 4

Mark Russell

Mark Russell

The Business Relationship Group
Founder & Principal Consultant
(720) 641-3105
mark@partnerwithbrg.com
Consultant Service
Home Group: Denver 3

Bio: I share insights & challenge managers, teams & individuals in optimizing their talents & collaboration that drives Customer & Employee Engagement | Gallup Certified Strengths Coach | Working Genius Certified Facilitator

Matthew Tuft

Matthew Tuft

Insight Asset Management
Financial Advisor
(303) 902-8885
matt.tuft@insightassetmgmt.com
Investment Advisor
Home Group: Denver

Bio: Financial advisor who builds customized financial plans and investment strategies for families and individuals who are focused on wealth accumulation and distribution.

Ted Wells

Ted Wells

Allen & Curry, P.C.
Partner
(303) 955-6185
twells@allen-curry.com
Attorney
Home Group: Denver 2

Bio: Construction and commercial litigation attorney with focus on representing construction professionals and property owners with construction contracts, payment disputes, and construction defect allegations.

Josh Wormser

Josh Wormser

FocalPoint Business Leadership Coaching
Certified Business Coach
(805) 630-9356
jwormser@focalpointcoaching.com
Consultant Service
Home Group: Denver 5

Bio: I’m a business coach for medical practice owners and professionals who prioritize client and patient care and can benefit from a trusted advisor to help with employee turnover, time-management, revenue growth and exit strategy.

Member News

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Robert Hinckley

Robert Hinckley

Buchalter LLP
Managing Shareholder – Denver
(303) 807-8081
rhinckley@buchalter.com
Attorney
Home Group: Denver 3

Bio: I am an experienced trial attorney specializing in business and employment disputes.

Events

On April 18th, ProVisors hosted our annual Group Leader Awards and put a spotlight on some of our finest GLs. With over 450 amazing Home Group and Affinity Group Leaders, it’s nearly impossible to pick winners within this esteemed group. We had over 27 finalist in five categories.  Congratulations to all of you and especially this years’ winners – Maria Castillo Dominguez, Christopher Cazares, Deb Danger, Kelly Fischer, Nicola Gelormino, Steven Glick, Josh Glikin, Neil Forester, David Oates, Tom Means, Krystalynn Schlegel, Michael Shockley and Dinia Takacs.  We thank all of our Group Leaders for their passion, service and dedication to our amazing community and members.

Accelerate Your Membership (AYM) on Monday, June 10, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET